Financial Services Associate

4 weeks ago


Jasper, Georgia, United States Bill Good Marketing Full time
Associate Financial Advisor

At Kiker Wealth, we are a thriving financial services firm, where we treat our team like the valued professionals they are. Our culture reflects a shared commitment to building lasting relationships with our clients and helping them achieve their financial goals.

The Role

  • Client financial analysis and planning
  • Account rebalancing and trading
  • Investment model maintenance and research
  • Troubleshooting with performance reporting
  • Creating performance reports and proposals
  • Generating client reports and marketing materials
  • Paperwork related to private placements, investments, and qualified accounts
  • General account administration and client support

You'll be the go-to person for standard day-to-day client account requests and contribute significantly to the comprehensive financial services we provide.

Requirements

  • Strong understanding of financial planning concepts and software
  • Proficiency in MS Office and CRM software
  • Excellent multitasking and problem-solving abilities
  • Series 7, SIE, required
  • Series 63, 65, or 66, Life and Health a plus

Benefits

  • Salary range - 65k - 120k, DOE
  • 401(k) with 3% match
  • PTO and paid training
  • Bonus opportunities

If you are ready to bring your expertise as a Associate Financial Advisor to Kiker Wealth and contribute to our mission of delivering exceptional financial services, we eagerly await your application.



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